2025-11-04T15:05:25+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 101 E WASHINGTON ST PHOENIX AZ 85004 990 2024-01-01 900036015 Legacy Connection LEGA 6027781200 360 E Coronado Road 100 Phoenix AZ 85004 GERALD WISSINK CEO 6027781200 2025-11-04 true Steven T Rutti P00775456 6023223000 2025-10-19 2024 2025-03-06 01:10:19Z GERALD WISSINK 360 E Coronado Road 100 Phoenix AZ 85004 147848 false X WWW.BHHSLEGACY.ORG X 2001 AZ LEGACY CONNECTION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE AND HEALTH OF THOSE WE SERVE. 14 13 0 13 0 221764 147848 0 0 0 0 0 0 221764 147848 205669 199789 0 0 0 0 0 0 0 281107 6534 486776 206323 -265012 -58475 152530 241012 38603 185560 113927 55452 LEGACY CONNECTION'S MISSION IS TO ENHACE THE QUALITY OF LIFE AND HEALTH OF THESE WE SERVE. false false 206323 199789 0 LEGACY CONNECTION'S MISSION TO TO ENHANCE THE QUALITY OF LIFE AND EDUCATION OF THESE WE WERVE PRINCIPALLY BY OPERATION FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES AS DEFINED PURUANT TO SECTION 501C3 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, INCLUDING BUT NOT LIMITED TO ADDRESSING FUNDAMENTAL HUMAN NEEDS FOR FOOD, CLOTHING, SAFETY, HOUSING, HEALTH AND EDUCATION. 206323 true true false false false false false false false false false false false false true true false false false false false false false false false false false true true true false false false false false false false false false false false false false false false true true false false false true 0 0 0 false false false false false false false false false false false false X 14 13 true false false false true true true true true false true true true true true true true true false false false false X JAMES BURNSIDE 6027781200 360 E CORONADO ROAD SUITE 100 PHOENIX AZ 85004 DANIEL OEHLER DIRECTOR/CHAIRMAN 2.0 3.0 X X 0 0 0 GERALD WISSINK DIRECTOR/CEO 4.0 36.0 X X 0 337842 35595 JAMES CARTER DIRECTOR/SECRETARY 2.0 3.0 X X 0 0 0 MICHAEL THIELE DIRECTOR/TREASURER 2.0 3.0 X X 0 0 0 ALLEN JOHNSON DIRECTOR 2.0 3.0 X 0 0 0 BLAKE STAMPER DO DIRECTOR 2.0 3.0 X 0 0 0 HOWARD MCKENNA DIRECTOR 2.0 3.0 X 0 0 0 JACOB DUFFY DIRECTOR 2.0 4.0 X 0 0 0 JEANNE O'BRIEN DIRECTOR 2.0 3.0 X 0 0 0 PHILLIP HIPPS MD DIRECTOR 2.0 3.0 X 0 0 0 SCOTT SEABURY DIRECTOR 2.0 4.0 X 0 0 0 SHANNON CLANCEY Director 2.0 3.0 X 0 0 0 SUSAN CORDTS Director 2.0 3.0 X 0 0 0 THOMAS DALLMAN MD DIRECTOR 2.0 3.0 X 0 0 0 MARY THOMSON VICE PRESIDENT 1.0 39.0 X 0 162784 25487 TERI TOMLINSON VICE PRESIDENT 1.0 39.0 X 0 106966 6150 0 607592 67232 0 false true false 0 147848 147848 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 147848 0 0 0 92505 92505 107284 107284 0 0 6534 6534 0 0 0 0 0 0 206323 206323 0 0 146640 229893 0 0 0 0 5890 11119 0 0 0 0 0 0 0 0 152530 241012 0 0 38603 185560 38603 185560 X 113927 55452 113927 55452 152530 241012 -58475 0 X true X false X true false X 123322 114877 143896 221764 147848 751707 0 0 123322 114877 143896 221764 147848 751707 160314 591393 0 0 0 0 0 0 0 0 751707 0 0.78673 0.81640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Federal Income Taxes DUE TO AFFILIATES 185560 185560 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 1 OTHER LIABILITIES DESCRIPTION THE AMOUNT DUE TO AFFILIATES DISCLOSED IN PART X IS TO FACILITATE INTERCOMPANY ACCOUNTING. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST AT DECEMBER 31, 2024. true Fiesta Events Inc 7135ECamlbckRd 190 Scottsdale AZ 85251 860666998 501(c)3 75000 vendor invoice AED & CPR training AED Assistance Prgm The Salvation Army 2707 East Van Buren Phoenix AZ 85008 941156347 501(C)(3) 17505 Vendor Invoice Clothing and supplies Backpack program 2 0 Provision of School Supplies 5647 107284 vendor invoice Clothing and supplies Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds LEGACY CONNECTION/BHHS LEGACY FOUNDATION'S MISSION STATEMENT, COMMUNITY NEEDS ANALYSIS, COMMUNITY GRANT GUIDELINES, BOARD CONFLICT OF INTEREST POLICY, ELIGIBILITY CRITERIA, ANALYSIS OF THE SUSTAINABILITY OF THE ORGANIZATION/PROGRAM AND DESIGNATED COMMUNITY CHARITABLE ACTIVITIES FOCUS ARE THE PRIMARY EVALUATION BENCHMARKS THAT ARE UTILIZED IN EVALUATING EACH GRANT INQUIRY/APPLICATION/PROPOSAL. FOLLOWING REVIEW AND APPROVAL BY THE LEGACY CONNECTION/BHHS LEGACY FOUNDATION GRANT REVIEW COMMITTEE, GRANT FUNDING INQUIRIES/APPLICATIONS/PROPOSALS ARE RECOMMENDED TO THE BOARD FOR ACTION. EVALUATION PRIORITIES ARE GIVEN TO INQUIRIES/APPLICATIONS/ PROPOSALS THAT IMPACT IDENTIFIED UNMET COMMUNITY HEALTH AND HEALTH-RELATED NEEDS AND ENHANCE QUALITY OF LIFE, THAT FOSTER COLLABORATION AMONG FOUNDATIONS AND COMMUNITY SERVICE ORGANIZATIONS, AND THAT PROVIDE OPPORTUNITIES TO LEVERAGE OTHER COMMUNITY RESOURCES AND ENGAGE OTHERS IN POSITIVE CHANGE AND INVOLVEMENT. THE FOLLOWING EVALUATION TECHNIQUES MAY BE UTILIZED BY THE LEGACY CONNECTION BOARD TO ENHANCE AND ENABLE AN INFORMED DECISION MAKING PROCESS: A GRANTSEEKER PRESENTATION TO THE BOARD/GRANT COMMITTEE; A GRANTSEEKER ORGANIZATION SITE VISIT; AN EVALUATION BY OTHER COMMUNITY EXPERTS IN THE SPECIFIC GRANT AREA; AND A FOCUSED COMMUNITY NEEDS ANALYSIS/ASSESSMENT/SURVEY. THE APPROVED GRANT RECIPIENTS ARE REQUIRED TO SUBMIT PROGRESS REPORTS TO LEGACY CONNECTION CONTAINING QUALITATIVE AND QUANTITATIVE INFORMATION AND SUCH INFORMATION IS SUBJECT TO AUDIT BY LEGACY CONNECTION. THE PROGRESS REPORTS MUST IDENTIFY PROGRAM ACCOMPLISHMENTS AND ANY PROBLEMS EXPERIENCED IN MEETING OBJECTIVES, YEAR TO YEAR EXPENDITURES, DETAIL OF HOW LEGACY CONNECTION GRANT FUNDS WERE APPLIED, AND AN UPDATED BUDGET FOR EACH OF THE REMAINING GRANT YEARS, IF ANY. false false false false false false false false false GERALD WISSINK DIRECTOR/CEO 0 337842 0 0 0 0 0 20463 0 15132 0 373437 0 0 MARY THOMSON VICE PRESIDENT 0 162784 0 0 0 0 0 9906 0 15581 0 188271 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE CEO OF LEGACY CONNECTION IS COMPENSATED BY BHHS LEGACY FOUNDATION, AN AFFILIATED TAX-EXEMPT ORGANIZATION. BHHS LEGACY FOUNDATION'S COMPENSATION PROCESS USED THE FOLLOWING METHODS: 1) COMPENSATION COMMITTEE 2) FORM 990 OF OTHER ORGANIZATIONS 3) WRITTEN EMPLOYMENT CONTRACT 4) COMPENSATION SURVEY OR STUDY 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Form 990, Part III, Line 1 ORGANIZATION'S MISSION LEGACY CONNECTION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE AND HEALTH OF THOSE WE SERVE. IT WILL ACCOMPLISH ITS MISSION BY OPERATING FOR CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES AS DEFINED PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, "INCLUDING BUT NOT LIMITED TO ADDRESSING FUNDAMENTAL HUMAN NEEDS FOR FOOD, CLOTHING, SAFETY, HOUSING, HEALTH AND EDUCATION". Form 990, Part VI, Line 1a DELEGATE BROAD AUTHORITY TO A COMMITTEE PURSUANT TO THE BYLAWS, THE BOARD EXECUTIVE COMMITTEE, TO THE EXTENT PERMITTED BY THE LAW, HAS THE AUTHORITY AND RESPONSIBILITY OF EXERCISING THE POWERS AND DUTIES OF THE BOARD BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRMAN, IMMEDIATE PAST CHAIRMAN, VICE CHAIRMAN, CEO, TREASURER, AND SECRETARY. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION LEGACY CONNECTION'S CEO AND ITS TWO VICE PRESIDENTS ARE COMPENSATED BY BHHS LEGACY FOUNDATION, AN AFFILIATED TAX-EXEMPT ORGANIZATION. BHHS LEGACY FOUNDATION'S COMPENSATION PROCESS IS AS FOLLOWS: THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE CEO'S COMPENSATION EVERY THREE YEARS AND PERFORMANCE ANNUALLY. THE COMMITTEE REVIEWS INDUSTRY SURVEYS PUBLISHED BY THE COUNCIL ON FOUNDATIONS AS WELL AS FORM 990'S FROM COMPARABLE SIZED REGIONAL AND NATIONAL FOUNDATIONS. THE COMMITTEE ALSO REVIEWS THE CEO'S BENEFITS PACKAGE AS COMPARED TO COMPARABLE REGIONAL AND NATIONAL FOUNDATIONS. THE CEO HAS A THREE-YEAR EMPLOYMENT CONTRACT WHICH SPECIFIES TOTAL COMPENSATION AND BENEFITS. THE RENEWAL OF THE EMPLOYMENT CONTRACT IS PRESENTED TO THE BOARD OF DIRECTORS FOR ITS APPROVAL. OTHER EXECUTIVES' COMPENSATION IS REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE AND COMPARED TO SURVEYS OF COMPARABLE FOUNDATIONS AND FORM 990. COMMITTEE RECOMMENDATIONS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR ITS APPROVAL. THE APPROVAL IS DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST COMPLETED IN 2023. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons BOARD MEMBER THOMAS DALLMAN AND BOARD MEMBER (CHAIRMAN) DANIEL OEHLER - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD. THE DRAFT OF THE FORM 990 IS DISTRIBUTED TO THE AUDIT COMMITTEE AND A MEETING OF THE AUDIT COMMITTEE IS HELD USUALLY AT LEAST TWO WEEKS BEFORE THE RETURN IS TO BE FILED. ALL QUESTIONS AND CHANGES PROPOSED BY THE AUDIT COMMITTEE ARE ADDRESSED PRIOR TO FILING THE FINAL FORM 990. THE FILED VERSION OF THE FORM 990 IS REVIEWED WITH THE TREASURER (BOARD MEMBER) PRIOR TO HIS SIGNING THE FORM 990. AN ELECTRONIC COPY OF THE FILED FORM 990 IS SENT TO ALL BOARD MEMBERS BEFORE FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, THE LEGAL COUNSEL DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE AND A FORM 990 TEMPLATE FOR BUSINESS AND FAMILY RELATIONSHIPS AND BUSINESS TRANSACTIONS TO ALL BOARD MEMBERS, OFFICERS, LEGAL COUNSEL AND FINANCIAL CONSULTANT. A SUMMARY OF ALL DISCLOSURES IS PRESENTED TO THE BOARD OF DIRECTORS. THE LEGAL COUNSEL AND CEO MONITOR TRANSACTIONS FOR POTENTIAL CONFLICTS BASED UPON SUCH DISCLOSURES. IF A CONFLICT IS IDENTIFIED, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST WILL NOT PARTICIPATE IN THE DELIBERATIVE DISCUSSION OR VOTE ON THE TRANSACTION INVOLVED. Form 990, Part VI, Line 19 Required documents available to the public LEGACY CONNECTION DOES MAKE AVAILABLE TO THE PUBLIC COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. THESE DOCUMENTS ARE AVAILABLE UPON RECEIPT OF A WRITTEN REQUEST. DETAILED INFORMATION REGARDING GRANTS IS AVAILABLE ON THE WEB SITE OF AFFILIATE BHHS LEGACY FOUNDATION. PBHMC INC 360 E CORONADO ROAD SUITE 100 PHOENIX AZ 85004 860187194 SUPPORT AZ 501(c)(3) Type I LEGACY CONNECTION true BHHS LEGACY FOUNDATION 360 E CORONADO ROAD SUITE 100 PHOENIX AZ 85004 953239789 SUPPORT AZ 501(c)(3) Type I LEGACY CONNECTION true false false false false false false false false false false false false true true true false false false false